Aviance Capital Partners’s Southern Company SO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $809K | Buy |
8,379
+6
| +0.1% | +$555 | 0.09% | 182 |
|
|
2025
Q4 | $730K | Buy |
8,373
+6
| +0.1% | +$548 | 0.08% | 196 |
|
|
2025
Q3 | $793K | Buy |
8,367
+102
| +1% | +$9.52K | 0.09% | 182 |
|
|
2025
Q2 | $759K | Buy |
8,265
+55
| +0.7% | +$4.94K | 0.1% | 178 |
|
|
2025
Q1 | $755K | Sell |
8,210
-88
| -1% | -$7.62K | 0.11% | 175 |
|
|
2024
Q4 | $683K | Buy |
8,298
+6
| +0.1% | +$526 | 0.09% | 181 |
|
|
2024
Q3 | $748K | Buy |
8,292
+805
| +11% | +$68.8K | 0.1% | 188 |
|
|
2024
Q2 | $581K | Buy |
7,487
+102
| +1% | +$7.73K | 0.08% | 196 |
|
|
2024
Q1 | $530K | Buy |
+7,385
| New | +$510K | 0.08% | 207 |
|
|
2023
Q4 | – | Sell |
-3,457
| Closed | -$224K | – | 266 |
|
|
2023
Q3 | $224K | Sell |
3,457
-771
| -18% | -$53.5K | 0.05% | 226 |
|
|
2023
Q2 | $297K | Sell |
4,228
-44
| -1% | -$3.16K | 0.06% | 214 |
|
|
2023
Q1 | $297K | Sell |
4,272
-47
| -1% | -$3.17K | 0.07% | 221 |
|
|
2022
Q4 | $308K | Buy |
4,319
+751
| +21% | +$50.2K | 0.07% | 218 |
|
|
2022
Q3 | $243K | Sell |
3,568
-4,385
| -55% | -$332K | 0.06% | 230 |
|
|
2022
Q2 | $567K | Buy |
7,953
+6
| +0.1% | +$441 | 0.13% | 171 |
|
|
2022
Q1 | $576K | Buy |
7,947
+342
| +4% | +$23.2K | 0.11% | 176 |
|
|
2021
Q4 | $522K | Buy |
7,605
+7
| +0.1% | +$446 | 0.09% | 186 |
|
|
2021
Q3 | $471K | Buy |
7,598
+447
| +6% | +$28.8K | 0.08% | 192 |
|
|
2021
Q2 | $433K | Buy |
7,151
+7
| +0.1% | +$448 | 0.08% | 201 |
|
|
2021
Q1 | $444K | Sell |
7,144
-118
| -2% | -$7.07K | 0.09% | 208 |
|
|
2020
Q4 | $446K | Buy |
7,262
+6
| +0.1% | +$361 | 0.09% | 188 |
|
|
2020
Q3 | $393K | Buy |
7,256
+8
| +0.1% | +$428 | 0.09% | 184 |
|
|
2020
Q2 | $376K | Buy |
7,248
+7
| +0.1% | +$389 | 0.09% | 182 |
|
|
2020
Q1 | $392K | Sell |
7,241
-294
| -4% | -$18.6K | 0.12% | 163 |
|
|
2019
Q4 | $480K | Sell |
7,535
-1,294
| -15% | -$80.2K | 0.12% | 164 |
|
|
2019
Q3 | $545K | Sell |
8,829
-1,199
| -12% | -$69.5K | 0.16% | 144 |
|
|
2019
Q2 | $554K | Sell |
10,028
-265
| -3% | -$14.2K | 0.15% | 153 |
|
|
2019
Q1 | $532K | Sell |
10,293
-19
| -0.2% | -$931 | 0.15% | 145 |
|
|
2018
Q4 | $453K | Buy |
10,312
+1,293
| +14% | +$58.8K | 0.16% | 149 |
|
|
2018
Q3 | $393K | Sell |
9,019
-438
| -5% | -$20.2K | 0.09% | 181 |
|
|
2018
Q2 | $437K | Sell |
9,457
-1,473
| -13% | -$65.9K | 0.13% | 177 |
|
|
2018
Q1 | $488K | Sell |
10,930
-1,951
| -15% | -$86.6K | 0.15% | 163 |
|
|
2017
Q4 | $619K | Sell |
12,881
-5,619
| -30% | -$286K | 0.2% | 136 |
|
|
2017
Q3 | $909K | Sell |
18,500
-117
| -0.6% | -$5.67K | 0.31% | 95 |
|
|
2017
Q2 | $891K | Buy |
18,617
+80
| +0.4% | +$4.01K | 0.29% | 101 |
|
|
2017
Q1 | $923K | Sell |
18,537
-4,423
| -19% | -$219K | 0.34% | 93 |
|
|
2016
Q4 | $1.13M | Buy |
22,960
+81
| +0.4% | +$3.98K | 0.4% | 70 |
|
|
2016
Q3 | $1.17M | Sell |
22,879
-6,821
| -23% | -$359K | 0.41% | 70 |
|
|
2016
Q2 | $1.59M | Sell |
29,700
-3,212
| -10% | -$162K | 0.59% | 51 |
|
|
2016
Q1 | $1.7M | Buy |
32,912
+11,294
| +52% | +$550K | 0.59% | 42 |
|
|
2015
Q4 | $1.01M | Buy |
21,618
+3,825
| +21% | +$173K | 0.35% | 84 |
|
|
2015
Q3 | $795K | Sell |
17,793
-605
| -3% | -$26.5K | 0.33% | 99 |
|
|
2015
Q2 | $771K | Sell |
18,398
-597
| -3% | -$26K | 0.29% | 107 |
|
|
2015
Q1 | $841K | Sell |
18,995
-119
| -0.6% | -$5.65K | 0.31% | 100 |
|
|
2014
Q4 | $939K | Hold |
19,114
| – | – | 0.35% | 81 |
|
|
2014
Q3 | $834K | Buy |
19,114
+2,521
| +15% | +$111K | 0.32% | 96 |
|
|
2014
Q2 | $753K | Buy |
16,593
+1,000
| +6% | +$44.2K | 0.29% | 107 |
|
|
2014
Q1 | $685K | Buy |
15,593
+850
| +6% | +$35.6K | 0.29% | 110 |
|
|
2013
Q4 | $606K | Buy |
14,743
+903
| +7% | +$37.3K | 0.26% | 118 |
|
|
2013
Q3 | $570K | Buy |
13,840
+3,690
| +36% | +$159K | 0.27% | 104 |
|
|
2013
Q2 | $448K | Buy |
+10,150
| New | +$467K | 0.24% | 114 |
|
Other funds holding SO
VCM
VPM
Aviance Capital Partners's SO Position: Q1 2026 in Review
Aviance Capital Partners increased its Southern Company (SO) stake by 0.07% in Q1 2026, buying an estimated $555 and bringing the position to 8,379 shares worth $809K. The position accounts for 0.09% of the portfolio, ranked #182.
Aviance Capital Partners first reported a position in SO in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.7M in Q1 2016. 2,345 funds tracked by Wall St. Rank hold SO as of Q1 2026.
- Aviance Capital Partners held 8,379 shares of Southern Company worth $809K as of Q1 2026.
- Aviance Capital Partners bought 6 Southern Company shares in Q1 2026, an estimated $555.
- Southern Company made up 0.09% of Aviance Capital Partners's portfolio in Q1 2026, its #182 holding.
- Aviance Capital Partners first reported a position in Southern Company in Q2 2013 and has held it in 51 quarters since.
- Aviance Capital Partners's Southern Company position peaked at $1.7M in Q1 2016.
- 2,345 funds tracked by Wall St. Rank held Southern Company as of Q1 2026.
Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.